International Private Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.9M | Buy |
39,930
+3,722
| +10% | +$271K | 2.49% | 5 |
|
2025
Q1 | $2.38M | Buy |
36,208
+3,859
| +12% | +$254K | 2.28% | 9 |
|
2024
Q4 | $2.23M | Buy |
32,349
+21,164
| +189% | +$1.46M | 2.22% | 9 |
|
2024
Q3 | $755K | Buy |
11,185
+3,774
| +51% | +$255K | 1.11% | 19 |
|
2024
Q2 | $474K | Buy |
7,411
+3,410
| +85% | +$218K | 0.8% | 26 |
|
2024
Q1 | $246K | Sell |
4,001
-229,339
| -98% | -$14.1M | 0.48% | 93 |
|
2023
Q4 | $13M | Buy |
+233,340
| New | +$13M | 12.9% | 1 |
|